Jim Cramer's Game Plan

Cramer said for next week investors should get ahead of the big money managers and play the sector rotation game. Cramer thinks the big players are going to rotate back into agriculture stocks and oil and gas stocks. He advised investors to look at Cleveland Cliffs (CLF), Anadarko (APC), Fannie Mae (FNM), Cisco (CSCO) and Transocean (RIG). All of these companies are set to report earnings next week and Cramer said investors should follow the reports for clues to which way the market will trade. Cramer explained that the recent rotation has been out of industrials and commodites and into tech, financials and retail. Next week we will know if that rotation was right - Cramer doesn't believe it is.